$赛灵思 (XLNX.US)$ its close year end in chinese calendar. chance is high for china to approve the deal soon. if not, it would take much much longer.
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my take (of which I'm sure there are many) would be that the uncertainty arises from the EOY deadline given by Dr Su is approaching increasingly fast and many figured it would be done by now.
While this is cutting it much closer to the wire than I was originally comfortable, nothing has materially changed. In fact, I would have expected a statement by now if they had. That said, even though I did recently hedge my position with some cheap-ass puts so I can sleep at night, if someone was considering buying AMD $美国超微公司 (AMD.US)$ at current levels then buying XLNX $赛灵思 (XLNX.US)$ instead is certainly more attractive today than it was yesterday.
While this is cutting it much closer to the wire than I was originally comfortable, nothing has materially changed. In fact, I would have expected a statement by now if they had. That said, even though I did recently hedge my position with some cheap-ass puts so I can sleep at night, if someone was considering buying AMD $美国超微公司 (AMD.US)$ at current levels then buying XLNX $赛灵思 (XLNX.US)$ instead is certainly more attractive today than it was yesterday.
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$美国超微公司 (AMD.US)$ $赛灵思 (XLNX.US)$
AMD and Xilinx trade very similarly long term, but not short term. I believe this is because most people buying Xilinx are just holding until the acquisition completes or plan on holding AMD long term. Conversely, the people trading short term market swings are likely buying/selling AMD. AMD has had multiple big swings in price (up and down) due to short term market trends, but Xilinx tends to stay relatively stable. Thus far, they have always ended up converging with time after any divergence.
Due to China risk and these short term swings, the arbitrage stands. There's only 2 weeks left in 2021 and management showed strong confidence in the acquisition closing this year, so we're due for some kind of verdict soon regardless. I'm a long time AMD holder and already converted everything to Xilinx back when the arbitrage was much greater.
AMD and Xilinx trade very similarly long term, but not short term. I believe this is because most people buying Xilinx are just holding until the acquisition completes or plan on holding AMD long term. Conversely, the people trading short term market swings are likely buying/selling AMD. AMD has had multiple big swings in price (up and down) due to short term market trends, but Xilinx tends to stay relatively stable. Thus far, they have always ended up converging with time after any divergence.
Due to China risk and these short term swings, the arbitrage stands. There's only 2 weeks left in 2021 and management showed strong confidence in the acquisition closing this year, so we're due for some kind of verdict soon regardless. I'm a long time AMD holder and already converted everything to Xilinx back when the arbitrage was much greater.
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$美国超微公司 (AMD.US)$ $赛灵思 (XLNX.US)$ While an increase in the short interest for a company is generally a negative sign indicating that more investors believe the share price will drop, in AMD's case it can also signify the resolution of its Xilinx merger proposal. Xilinx investors can hedge their bets for the company by taking short positions in AMD in the off event that the deal is not finalized and AMD's shares fall during the open market.
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$美国超微公司 (AMD.US)$ it's obvious panic selling. There is not change in fundamental for AMD. Pull-back of good stocks is usually a good entry point for long term investment.
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$美国超微公司 (AMD.US)$ don't forget: Every pull-back is an opportunity to switch weak stock to strong strocks.
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$苹果 (AAPL.US)$ Bought in! Hoping for an early EV entry!
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$苹果 (AAPL.US)$ AAPL has been lagging compared to other big tech this year. It's time for it to run up toward the pack.
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$西部数据 (WDC.US)$ WDC上涨动力,跟随MU....
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$西部数据 (WDC.US)$ $MU 向上。它对WDC有帮助,因为MU将把部分工厂产能从NAND转移到DRAM,从而减少NAND的产量。这对像 WDC 这样的 NAND 制造商来说是件好事。
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